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Okabena Investment Services’s iShares MSCI Japan ETF EWJ Stock Holding History

Okabena Investment Services’s Portfolio EWJ Stock Details EWJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,200
Closed -$288K – 130
2025
Q1 		$288K Hold
4,200
– – 0.07% 118
2024
Q4 		$282K Hold
4,200
– – 0.08% 107
2024
Q3 		$300K Buy
+4,200
New +$292K 0.08% 102

Other funds holding EWJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Okabena Investment Services's EWJ Position: Q2 2025 in Review

Okabena Investment Services sold out of iShares MSCI Japan ETF (EWJ) in Q2 2025, closing a stake of 4,200 shares — an estimated $288K sold.

Okabena Investment Services first reported a position in EWJ in Q3 2024 and held it in 3 quarters. The position peaked at $300K in Q3 2024. 618 funds tracked by Wall St. Rank hold EWJ as of Q2 2025.

  • Okabena Investment Services reported no remaining iShares MSCI Japan ETF position as of Q2 2025 after selling out during the quarter.
  • Okabena Investment Services sold 4,200 iShares MSCI Japan ETF shares in Q2 2025, an estimated $288K.
  • Okabena Investment Services first reported a position in iShares MSCI Japan ETF in Q3 2024 and held it in 3 quarters.
  • Okabena Investment Services's iShares MSCI Japan ETF position peaked at $300K in Q3 2024.
  • 618 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2025.

Based on Okabena Investment Services's 13F filing for Q2 2025, filed 13 Aug 2025.